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5 Advisor Growth Strategies for 2018

5 Advisor Growth Strategies for 2018

According to the Chinese zodiac, 2018 is the year of the dog.¹ I have no idea what that means for you or if you even care. What I do know about 2018 is that growing your practice will take a big commitment. Here are five ideas that work well when done together and in sequence.

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4 Ways Not To Suck At Marketing

4 Ways Not To Suck At Marketing

Here’s a quick compilation of financial advisor concerns we’ve seen time and time again.   We’ll start with some obvious answers to the questions and later, provide some solutions.

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10 Financial Podcast Sites To Learn From

10 Financial Podcast Sites To Learn From

Typically, you will see blog post or article titles that read something like “Top 10 Financial Podcasts” or the like. This is a bit of a different approach in that, we thought you could learn from not only the great stuff others are doing but also from the not so great stuff they are doing.

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How DMOs Are Going To Kill IMOs

How DMOs Are Going To Kill IMOs

Our industry is so behind. You know this. We were ten years late getting to social media.  Advisors just now are looking at shooting video (5 years late) and we wonder why we have trouble getting eyes on our material and driving traffic to our websites? For many years IMOs and FMOs (Independent Marketing Organizations and Field Marketing Organizations) were always on the cutting edge of financial services marketing. They are about to be taken over.  DMO’s like us are going to change the whole game. DMO is Digital Marketing Organizations.

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A Letter from a Marketer to an Advisor

A Letter from a Marketer to an Advisor

Dear Frank Maselli, Re: “A Letter from an Advisor to a Wholesaler” I loved it. (To other financial advisors… Please read Frank’s post here before you go any further. This won’t make sense otherwise.) To your comment: “What I need…and I’m being totally honest here…are...

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7 Expenses a Good Brand Negates

7 Expenses a Good Brand Negates

First: Some Background People refer for two reasons; 1) to be helpful, and 2) to look good. A good brand makes your clients and COIs look great. A compelling advisor brand positions you as different, better and relevant. With simple marketing your brand will inspire...

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12 Website Mistakes: Don’t Make These

12 Website Mistakes: Don’t Make These

This article is for financial advisors who want to be better at marketing. If you can relate to any of these WEBSITE DON’Ts, I’m hoping they inspire you to reflect on why you have a website and what you hope it will accomplish for your practice. 1 – Use Others Peoples...

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5 Simple Boosts to Attract Ideal Prospects

5 Simple Boosts to Attract Ideal Prospects

It’s easy to get lost in the service, administrative, and compliance side your business while pushing aside the work needed to attract more ideal prospects. There are simple strategies and tactics that often get started and stopped over and over. It’s a cycle of...

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9 Best Practices for Your Advisor Blog

9 Best Practices for Your Advisor Blog

Content rules marketing. I’ve written on ways to create content, how important is to generate leads and how content transcends marketing. Essentially, content is marketing. And if you find it difficult to produce content, you’re behind the eight ball.   You risk...

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10 TIPS: Financial Podcast Etiquette

10 TIPS: Financial Podcast Etiquette

If you don’t already know, financial podcasting is on an upwards trend. As an experienced financial marketer, I think this one makes perfect sense for financial advisors.  Financial Podcast Etiquette Here are TEN tips to help you nail your financial podcast.  Stand,...

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Should Advisors Blog, Email or Mail

Should Advisors Blog, Email or Mail

Let’s say you want to write a timely article and you’re wondering how to distribute it to your readers. You might also be wondering how to write it. And you might also wonder how to make sure it gets read as much as possible. You and thousands of advisors are in the...

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How to Produce a Shareable Corporate Video

How to Produce a Shareable Corporate Video

Your Corporate Advisor Video I’m working with an advisor in Australia. He has a brilliant mind and he’s on the cusp of changing the way investors see investment risk.  His views are non-mainstream so that complicates the communication challenge. Last year, he produced...

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10 Benefits of Starting A Financial Podcast

10 Benefits of Starting A Financial Podcast

10 Reasons You Should Start Your Own Advisor Podcast: For many years now media publicity was the pie-in-the-sky for advisors aspiring to “influencer” status. The goal was to attract attention and ultimately fill their prospect pipeline. Often times, being a media...

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5 Steps to Creating Great Financial Content

5 Steps to Creating Great Financial Content

How to Fill Your Advisor Blog with Great Financial Content 5 steps to simplify the content creation process for advisors.  Are you a Financial Advisor seeking to conquer online marketing? Do you have a burning desire to crack the online marketing code? Are you...

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3 Reasons Financial Advisors Should Podcast

3 Reasons Financial Advisors Should Podcast

Is content creation keeping you from achieving more success? 3 Reasons Financial Advisors Should Podcast… Count how many times over the past 90 days you could have leveraged having more, and better content at your disposal? It could be to email or share with clients,...

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7 Keys to an Ultra-Effective Advisor Website

7 Keys to an Ultra-Effective Advisor Website

Effective Advisor Website Design No doubt, you’re well aware that your financial advisor website is an opportunity to make a first and lasting impression with your audience. What eludes most advisors regarding their website design is the winning formula to make it...

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9 Best Practices for Building Marketing Team

9 Best Practices for Building Marketing Team

Building Your Financial Marketing Team Just like running a successful business, your marketing requires a variety of different talents with deep skill sets. In business you hire: A bookkeeper or accountant to manage your financial reporting. A lawn maintenance company...

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7 Reasons Advisors Struggle Attracting Leads

7 Reasons Advisors Struggle Attracting Leads

Everyone in financial services understands that advisors generate 75-90% of all their new business from referrals. That doesn’t mean they’re generating enough revenue however, as most advisors will tell you they want more referrals, more leads, more clients. Advisors...

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The 7 Faces of Financial Advisor Marketing

The 7 Faces of Financial Advisor Marketing

Advisors are marketers – if not by choice, by necessity. To be successful in this business, professional advisors need to create opportunities to: Advance their careers Earn a great income Enjoy the privileges of being self-employed Over the years there have been many...

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Financial Advisor Marketing on a Budget

Financial Advisor Marketing on a Budget

Most advisors I’ve met struggle with marketing. We’re at a particularly tumultuous time on the financial services industry. There are incredible demands being placed on advisors including compliance, fee transparency, more solutions than ever, constantly changing tax...

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Your Financial Brand Style Guide:

Your Financial Brand Style Guide:

What it is, Why it’s needed and How to do it. WHAT IS A FINANCIAL BRAND STYLE GUIDE? Your brand style guide is set of prescribed rules to follow whenever anything about you or your firm is created to ensure your audience sees and hears about you and your firm in a...

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The Seven Evolutionary Stages of Marketing

The Seven Evolutionary Stages of Marketing

Marketing Stages As we loop back in history, we can see that the way we “market” our products and services has changed drastically. We’ve gone from very limited supply of goods to a point where just about everything is a commodity. Progress is impossible with our...

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4 Ways Your Advisor Brand Impacts ROI

4 Ways Your Advisor Brand Impacts ROI

Advisor Brand ROI Most financial advisory firms understand the potential value of a powerful brand.  One challenge I often see though is the problem they face in understanding and positioning Brand ROI within their firms. Unfortunately, most advisory firms are...

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The 4-Step Advisor Marketing Blueprint

The 4-Step Advisor Marketing Blueprint

Financial Advisory firms can use a formula to move prospects along the sales path: from suspect to lead to client.   This isn’t a magic bullet but it is straightforward and simple.  It takes discipline and dedication but once the formula is engrained, the rewards can...

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Advisor Marketing Plan Template

Advisor Marketing Plan Template

Your Advisor Marketing Plan Template If this year is all about focus and results, then a marketing plan is a must. Having worked with financial advisors for over 16 years now, I know just how compelling a written advisor marketing plan can be. Sure, everyone has an...

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Professional Advisor Websites: It’s now or….

Professional Advisor Websites: It’s now or….

ADVISOR WEBSITE MARKETING: Good News for RIAs & IARs Independent financial firms are quickly gaining momentum on large financial firms in their ability to leverage the advisor website marketing. Back in 2008, the Securities Industry Association published research...

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Advisor Marketing Ideas – Build Brand Depth

Advisor Marketing Ideas – Build Brand Depth

Advisor Marketing Ideas: Separating the winners from the, well, not-winners.  I just wanted to share what several people told me was an Aha-Moment while attending the RIA Summit, sponsored by Business Development Partners. My role at the summit was to meet with...

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Trust, the #1 Advisor Marketing Strategy

Trust, the #1 Advisor Marketing Strategy

Trust, the Best Financial Advisor Marketing Strategy “Trust”, there’s no word I’ve heard offered more when I ask advisors and RIAs what separates them from their competition. It’s such a predictable response I’ve been thinking of changing my business model to, “If I...

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The Difference Between Branding and Marketing

The Difference Between Branding and Marketing

Over the last 16 years working with financial advisory firms, one question I find myself answering often is the difference between Branding and Marketing.  It’s an important education process towards having the right marketing mindset, the right strategy and an...

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Website Security for Financial Advisors

Website Security for Financial Advisors

There’s nothing sexy about website security. It isn’t fun, nothing about it makes you more interesting to your clients, and you aren’t likely to be published in any trade journals for doing it right. However, if you don’t follow some basic steps, the likelihood of...

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Client Appreciation Train Wrecks

Client Appreciation Train Wrecks

… and how this applies to your much smaller financial practice. Last week, I received a LinkedIn notification that a connection had shared a popular tweet about a financial giant launching a “Client Appreciation” video while attending a financial industry conference –...

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Financial Advisor Website Makeover VIDEO

Financial Advisor Website Makeover VIDEO

30+ Ideas to Enhance Your Financial Advisor Website My article, “10 Reasons Your Financial Advisor Website Needs a Makeover” was well read on KirkLowe.com and on my LinkedIn profile. I followed up that article with FIVE solution driven articles tackling all...

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Non-Responsive Advisor Websites Get Downgraded

Non-Responsive Advisor Websites Get Downgraded

Is your advisor website responsive? If not, you are suffering from poorer search engine ranking. The design of responsive advisor website is an increasingly common technique used to create a better browsing experience no matter what device a viewer uses. Responsive...

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Advisor Branding Tips: 30 Ways To Be Different

Advisor Branding Tips: 30 Ways To Be Different

Financial Advisor Branding Tips Most financial advisors and firms aspire to be seen as different and/or better than their peers. While we don’t often see unique approaches to marketing in this industry, done well it can have a powerful impact on successfully marketing...

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Advisor Marketing: 6 Marketing Event Truisms

Advisor Marketing: 6 Marketing Event Truisms

Six Thoughts on Advisor Marketing Events Running prospecting events to grow your advisory practice can be a bit of a double-edged sword. On the one hand, they can be a powerful addition to any client acquisition strategy. On the other hand they have the potential of...

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19 Marketing Tactics to Expand Your Practice

19 Marketing Tactics to Expand Your Practice

Before I get too far into this post, it’s important to note that, although this post is about advisor marketing tactics, it’s essential that your marketing “tactics” feed your marketing “strategies”. Your strategies are how you want to achieve your goals – your...

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9 Tips To Selecting Best Financial Marketing Firm

9 Tips To Selecting Best Financial Marketing Firm

Your Search for the Best Financial Marketing Team Begins Here When it comes to marketing your financial advisor business, one of the most important decisions you will make is selecting the right marketing partner(s). – the best financial marketing team. It is a...

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10 Advisor Website Makeover Tips (Part 5)

10 Advisor Website Makeover Tips (Part 5)

PART 5 OF 5 This is the final post on advisor (financial) websites makeover tips series. In this post we’ll outline the challenges and solutions for our advisor website makeover series: Mobile Readiness and Creativity. Fee free to click back to previous articles as...

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10 Advisor Website Makeover Tips (Part 4)

10 Advisor Website Makeover Tips (Part 4)

PART 4 OF 5 Let us help you with your financial website makeover. In Part 4 of our 5 part series we’ll uncover solutions for getting your financial brand and financial website noticed and how you can leverage visual design to make a memorable impact. Feel free to...

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10 Advisor Website Makeover Tips (Part 3)

10 Advisor Website Makeover Tips (Part 3)

PART 3 OF 5 Financial Advisor Websites – Makeover Tips In Part 3 of our 5 part series we’ll deal with overcoming the challenges of helping you position your brand on your website as well as helping your website visitors take action (download content) on your website....

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10 Advisor Website Makeover Tips (Part 2)

10 Advisor Website Makeover Tips (Part 2)

PART 2 OF 5 Welcome to Part 2 of our 5 part series on Advisor Website Makeover Solutions. This post tackles the challenge and solution of having a believable advisor website; one with a clear purpose and depth. Last week we took a look at the challenges and...

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10 Advisor Website Makeover Tips (Part 1)

10 Advisor Website Makeover Tips (Part 1)

Last week I published an article that generally criticized financial advisor (and RIA, BD and IMO) websites. I took it down and replaced with this 5-part series. I even went to far as to claim most were useless. In the true sense of the word useless, I stand by that....

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10 Reasons Most Advisor Websites Are Useless

10 Reasons Most Advisor Websites Are Useless

Whether you are an advisor or an RIA, if your website doesn’t have a clear and compelling purpose for your business, you are likely wasting your time and your money. That may frustrate the heck out of you because you’ve relied on a professional service to either...

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